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SpaceX says upgraded Starlink satellites have better bandwidth, beams, and more
Just hours ago, SpaceX successfully launched its second batch of 60 Starlink satellites, featuring a variety of upgrades as part of the move from v0.9 to v1.0 spacecraft. During SpaceX’s launch webcast, the hosts revealed a number of intriguing new details about those upgrades, shedding a bit more light on what exactly has changed.
SpaceX launched its first dedicated Starlink mission in May 2019, placing 60 “v0.9” satellites in low Earth orbit (LEO) in what was essentially a beta test at an unprecedented scale. At the time, SpaceX and CEO Elon Musk disseminated a substantial amount of information, essentially taking the veil off of (part of) the company’s Starlink satellite program. In terms of the basics, Starlink v0.9 satellites were said to weigh approximately ~225 kg (500 lb) apiece, although the final mass – said to be the heaviest payload SpaceX had ever launched – suggested that that figure excluded the mass of krypton propellant.
All told, Musk said that the payload weighed ~18.5 tons but never clarified whether that was in imperial or metric units, leaving a potential range of 16,700-18,500 kilograms (36,800-40,800 pounds). In general, Musk was quite confident that SpaceX’s custom-built phased array antennas were effectively the best in the world even in their v0.9 beta-test iteration. Additionally, he noted that inter-satellite optical (i.e. laser) links would have to wait a generation or two before becoming part of the operational constellation.
Ch-ch-ch-changes
With SpaceX’s Starlink-1 launch, the second 60-satellite mission, the company debuted Starlink ‘v1.0’ satellites with a range of changes and upgrades that fall under two main categories: structures and communications.
Prior to the November 11th webcast, SpaceX’s official pre-launch press kit was far less revealing than Starlink v0.9’s but did note that v1.0 satellites have been upgraded to be “100% demisable”. This means that when each spacecraft reenters Earth’s atmosphere, everything down to the last shred of mylar is now expected to burn up before reaching the ground, reducing the (already miniscule) risk of debris harming people or property. Similarly, SpaceX implied several months before launch that v1.0 spacecraft would include tweaks to limit their reflectiveness after the astronomy community stoked fears about potential impacts.
Aside from a general improvement to the overall visual fit-and-finish of the v1.0 spacecraft, SpaceX’s official comments on the matter indicated that the most substantial changes between v0.9 and v1.0 were more related to each spacecraft’s advanced electronics and payloads. In the case of Starlink, each satellite’s primary payload is a high-performance suite of electronically-steered phased array antennas. Initially developed to improve the flexibility of tracking and scanning radars used by military fighter aircraft, phased array antennas (and radar) allow multiple beams to be aimed without physically moving the antenna.
SpaceX says that Starlink v1.0 satellites added a number of Ka-band antennas alongside upgraded Ku-band hardware similar to what was installed on Starlink v0.9. Ka and Ku refer to similar but different communications frequencies, with Ku-band generally offering greater reliability and cloud/rain tolerance, while Ka-band is a bit more sensitive to environmental factors but offers a substantially higher theoretical bandwidth.
According to SpaceX engineers speaking during the Starlink-1 launch webcast, Starlink v1.0 satellites offer an unexpected 400% increase in overall bandwidth, meaning they can theoretically transmit four times as much data per any given second. Additionally, Starlink v1.0 satellites were said to feature antennas with twice as many steerable beams, meaning that they can effectively serve two times as many regions simultaneously. It’s unclear if the addition of Ka-band antennas is the sole source of these substantial improvements.
Furthermore, during the Starlink v0.9 launch, SpaceX CEO Elon Musk indicated that the 60 satellites represented a bandwidth of more than 1 terabit per second (Tbps), translating to ~17 Gbps per satellite. More likely than not, Musk was speaking aspirational and the v0.9 satellites actually represented more like ~200-300 Gbps worth of throughput, with the additional of Ka-band antennas and perhaps general technology upgrades bringing v1.0 satellites to a nominal ~17 Gbps apiece.
For now, 60 Starlink v1.0 satellites are now in orbit and are rapidly spreading out after their bizarre but effective blob-style deployment. With any luck, all 60 will successfully deploy their solar arrays and begin propelling themselves towards their final operating orbits with krypton-fueled ion thrusters. Stay tuned for updates from SpaceX!
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Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
